How are you leading your clients through their worries about the events of the past year? In this community discussion, we will share ideas on how to use MQ tools to help you and your clients build emotional resilience through these uncertain times.
How do you establish early relationships with prospective clients? Join us as we take a deep dive in to the True Wealth™ Process, starting with the Explore Stage.
Looking to add more structure, value, or engagement to your annual update meetings with clients? Hear about the MQ perspective and talk with your peers in the MQ Community about how they prepare for these important discussions.
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
Join us for this very interactive MQ Open Forum webinar as we discuss what went right, what went wrong, the lessons we learned, the habits we let go of, and the changes we’ve embraced over the past 12 months.
Join us as we recap the highlights of the 2020 MQ Retreat with guests Mindy Davis, William Pitney, and James Hindes!
Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.
Elissa Buie, CFP® and David Yeske, CFP® join us for this timely webinar to discuss their strategies for implementing values-based “policies” with their clients in advance of potential difficulties.
Join us as we welcome veteran MQ Partner Lev Mandel to discuss how Money Quotient materials can be used to provide value to and solidify client relationships.
Marco Vangelisti is an impact investor and member of the Slow Money Northern California leadership team. Marco has also instructed an MQU course entitled, “Towards Aware and Values-Based Investing.” Join us for a conversation/interview regarding his remarkable work, hosted by MQ President Amy Mullen!
Carol Anderson, President of MQ Research and Education, joins the panel on a webinar hosted by Advisor Perspectives.
“Mindfulness” is the ability to be fully present in the moment without being overwhelmed. When we are mindful, we are aware of where we are, what we’re doing, and how it may affect others. Join MQ Veterans Tanya Steinhofer, CFA, CFP® and Mark Dale Mazur, RLP® to learn how to put mindfulness to work for you!
In this webinar, Maggie Kulyk, CPRC®, Chartered SRI Counselor™ and members of the Chicory Wealth team will discuss resilience, both for your firm and for your clients.
Dr. Lance Palmer will discuss a study that explores the relationship between self-control (or self-regulation) and financial self-efficacy, and how these two constructs interact and potentially influence financial management behaviors.
MQ Vice President Amy Mullen, CFP® will share an overview of Money Quotient and how MQ’s services can fit into your practice!
